Filed: 2/11/2026ACC: 0001654111-26-000001
📋 What this filing means
PELHAM CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $187.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$187.92M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$97.88M52.1%
SHS$23.37M12.4%
SPONSORED ADS$18.83M10.0%
COM STK$18.41M9.8%
CL A$15.52M8.3%
COM NEW$13.92M7.4%
Portfolio Concentration
Top 3$68.22M36.3%
4–10$108.14M57.5%
11–25$11.56M6.2%
Top 3 weight
36.3%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Sole
Full voting authority
1.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
HILTON WORLDWIDE HLDGS INC
SOLEShares90.58K
TypeSH
Market value$26.02M
13.85%
Sole
90.58K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares54.80K
TypeSH
Market value$23.37M
12.43%
Sole
54.80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares61.97K
TypeSH
Market value$18.83M
10.02%
Sole
61.97K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares481.30K
TypeSH
Market value$18.41M
9.80%
Sole
481.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares76.32K
TypeSH
Market value$17.62M
9.37%
Sole
76.32K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares143.04K
TypeSH
Market value$15.52M
8.26%
Sole
143.04K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares24.82K
TypeSH
Market value$15.45M
8.22%
Sole
24.82K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares45.17K
TypeSH
Market value$13.92M
7.40%
Sole
45.17K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares26.87K
TypeSH
Market value$13.73M
7.30%
Sole
26.87K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares148.02K
TypeSH
Market value$13.50M
7.18%
Sole
148.02K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares44.67K
TypeSH
Market value$11.56M
6.15%
Sole
44.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON WORLDWIDE HLDGS INCSOLE | COM | 90.58K | SH | $26.02M 13.85% | 90.58K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 54.80K | SH | $23.37M 12.43% | 54.80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 61.97K | SH | $18.83M 10.02% | 61.97K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 481.30K | SH | $18.41M 9.80% | 481.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 76.32K | SH | $17.62M 9.37% | 76.32K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 143.04K | SH | $15.52M 8.26% | 143.04K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 24.82K | SH | $15.45M 8.22% | 24.82K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 45.17K | SH | $13.92M 7.40% | 45.17K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 26.87K | SH | $13.73M 7.30% | 26.87K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 148.02K | SH | $13.50M 7.18% | 148.02K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 44.67K | SH | $11.56M 6.15% | 44.67K | 0.00 | 0.00 |